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Kestra Advisory Services, LLC → BTCW
Kestra Advisory Services, LLC BTCW Position History
WisdomTree Bitcoin Fund
Quarters held
236
Latest value
$763K
Q3 2026
Peak value
$101.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $267K |
| Q3 2025 | $14.3M |
| Q3 2025 | $939K |
| Q3 2025 | $11.8M |
| Q3 2025 | $1.9M |
| Q3 2025 | $14.2M |
| Q3 2025 | $11.1M |
| Q3 2025 | $372K |
| Q3 2025 | $427K |
| Q3 2025 | $14.3M |
| Q3 2025 | $1.9M |
| Q3 2025 | $28.9M |
| Q3 2025 | $207K |
| Q3 2025 | $18M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.3M |
| Q3 2025 | $15.8M |
| Q3 2025 | $15.2M |
| Q3 2025 | $8.7M |
| Q3 2025 | $3M |
| Q3 2025 | $5.4M |
| Q3 2025 | $3.6M |
| Q3 2025 | $5.9M |
| Q3 2025 | $526K |
| Q3 2025 | $505K |
| Q3 2025 | $6.4M |
| Q3 2025 | $2.6M |
| Q3 2025 | $603K |
| Q3 2025 | $1.5M |
| Q3 2025 | $5.8M |
| Q3 2025 | $1M |
| Q3 2025 | $296K |
| Q3 2025 | $50.5M |
| Q3 2025 | $3.4M |
| Q3 2025 | $14.3M |
| Q3 2025 | $65.1M |
| Q3 2025 | $732K |
| Q3 2025 | $4.3M |
| Q3 2025 | $677K |
| Q3 2025 | $3.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $583K |
| Q4 2025 | $219K |
| Q4 2025 | $2.7M |
| Q4 2025 | $17M |
| Q4 2025 | $991K |
| Q4 2025 | $11.9M |
| Q4 2025 | $1.9M |
| Q4 2025 | $17.6M |
| Q4 2025 | $15M |
| Q4 2025 | $366K |
| Q4 2025 | $181K |
| Q4 2025 | $431K |
| Q4 2025 | $18.1M |
| Q4 2025 | $2.9M |
| Q4 2025 | $28.4M |
| Q4 2025 | $221K |
| Q4 2025 | $37.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $17.5M |
| Q4 2025 | $7.9M |
| Q4 2025 | $8.9M |
| Q4 2025 | $3.1M |
| Q4 2025 | $135K |
| Q4 2025 | $5.2M |
| Q4 2025 | $135K |
| Q4 2025 | $2.7M |
| Q4 2025 | $6.3M |
| Q4 2025 | $54K |
| Q4 2025 | $539K |
| Q4 2025 | $745K |
| Q4 2025 | $7.5M |
| Q4 2025 | $2.8M |
| Q4 2025 | $76K |
| Q4 2025 | $716K |
| Q4 2025 | $1.6M |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $327K |
| Q4 2025 | $68.6M |
| Q4 2025 | $2.9M |
| Q4 2025 | $20K |
| Q4 2025 | $15M |
| Q4 2025 | $56.7M |
| Q4 2025 | $789K |
| Q4 2025 | $4.5M |
| Q4 2025 | $633K |
| Q4 2025 | $2.8M |
| Q4 2025 | $80K |
| Q4 2025 | $5M |
| Q4 2025 | $66K |
| Q4 2025 | $4.5M |
| Q4 2025 | $388K |
| Q1 2026 | $19.4M |
| Q1 2026 | $24.6M |
| Q1 2026 | $2.1M |
| Q1 2026 | $21.7M |
| Q1 2026 | $22.1M |
| Q1 2026 | $299K |
| Q1 2026 | $325K |
| Q1 2026 | $538K |
| Q1 2026 | $15.6M |
| Q1 2026 | $3.1M |
| Q1 2026 | $19.2M |
| Q1 2026 | $334K |
| Q1 2026 | $40.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $19.2M |
| Q1 2026 | $9.8M |
| Q1 2026 | $7.5M |
| Q1 2026 | $4.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $4.7M |
| Q1 2026 | $6.6M |
| Q1 2026 | $538K |
| Q1 2026 | $570K |
| Q1 2026 | $709K |
| Q1 2026 | $6.7M |
| Q1 2026 | $4.3M |
| Q1 2026 | $308K |
| Q1 2026 | $4.5M |
| Q1 2026 | $1.7M |
| Q1 2026 | $6.9M |
| Q1 2026 | $1.3M |
| Q1 2026 | $425K |
| Q1 2026 | $67.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $2.6M |
| Q1 2026 | $17.8M |
| Q1 2026 | $101.2M |
| Q1 2026 | $737K |
| Q1 2026 | $7.9M |
| Q1 2026 | $920K |
| Q1 2026 | $5.2M |
| Q1 2026 | $6.1M |
| Q1 2026 | $7M |
| Q1 2026 | $659K |
| Q2 2026 | $18.9M |
| Q2 2026 | $1.1M |
| Q2 2026 | $26.7M |
| Q2 2026 | $2.9M |
| Q2 2026 | $20.7M |
| Q2 2026 | $23.4M |
| Q2 2026 | $361K |
| Q2 2026 | $379K |
| Q2 2026 | $439K |
| Q2 2026 | $16.9M |
| Q2 2026 | $3.1M |
| Q2 2026 | $16M |
| Q2 2026 | $1.6M |
| Q2 2026 | $52.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $3M |
| Q2 2026 | $29.7M |
| Q2 2026 | $10.9M |
| Q2 2026 | $6M |
| Q2 2026 | $4.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $4.3M |
| Q2 2026 | $7.2M |
| Q2 2026 | $551K |
| Q2 2026 | $643K |
| Q2 2026 | $628K |
| Q2 2026 | $7.3M |
| Q2 2026 | $2.9M |
| Q2 2026 | $470K |
| Q2 2026 | $5.2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $5.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $322K |
| Q2 2026 | $66.5M |
| Q2 2026 | $2.9M |
| Q2 2026 | $2.8M |
| Q2 2026 | $401K |
| Q2 2026 | $31.4M |
| Q2 2026 | $75.3M |
| Q2 2026 | $709K |
| Q2 2026 | $14.3M |
| Q2 2026 | $604K |
| Q2 2026 | $6.1M |
| Q2 2026 | $5.6M |
| Q2 2026 | $7.6M |
| Q2 2026 | $771K |
| Q3 2026 | $475K |
| Q3 2026 | $18.8M |
| Q3 2026 | $1.2M |
| Q3 2026 | $28.2M |
| Q3 2026 | $2.9M |
| Q3 2026 | $28.8M |
| Q3 2026 | $44.8M |
| Q3 2026 | $408K |
| Q3 2026 | $717K |
| Q3 2026 | $1M |
| Q3 2026 | $8M |
| Q3 2026 | $2.4M |
| Q3 2026 | $15.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $58.8M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.2M |
| Q3 2026 | $30.4M |
| Q3 2026 | $10.1M |
| Q3 2026 | $6.2M |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $495K |
| Q3 2026 | $4.7M |
| Q3 2026 | $7.3M |
| Q3 2026 | $570K |
| Q3 2026 | $581K |
| Q3 2026 | $638K |
| Q3 2026 | $8.1M |
| Q3 2026 | $284K |
| Q3 2026 | $3.4M |
| Q3 2026 | $752K |
| Q3 2026 | $12.3M |
| Q3 2026 | $1.5M |
| Q3 2026 | $5.3M |
| Q3 2026 | $1.5M |
| Q3 2026 | $202K |
| Q3 2026 | $68M |
| Q3 2026 | $3M |
| Q3 2026 | $2.8M |
| Q3 2026 | $358K |
| Q3 2026 | $37.9M |
| Q3 2026 | $64.5M |
| Q3 2026 | $712K |
| Q3 2026 | $16.7M |
| Q3 2026 | $661K |
| Q3 2026 | $8.8M |
| Q3 2026 | $12.5M |
| Q3 2026 | $7.4M |
| Q3 2026 | $763K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $763K | 14.7K | — | — |
| Q3 2026 | $7.4M | 126.6K | — | — |
| Q3 2026 | $12.5M | 467.5K | — | — |
| Q3 2026 | $8.8M | 137.7K | — | — |
| Q3 2026 | $661K | 8.0K | — | — |
| Q3 2026 | $16.7M | 382.7K | — | — |
| Q3 2026 | $712K | 23.3K | — | — |
| Q3 2026 | $64.5M | 1.28M | — | — |
| Q3 2026 | $37.9M | 551.2K | — | — |
| Q3 2026 | $358K | 11.2K | — | — |
| Q3 2026 | $2.8M | 99.8K | — | — |
| Q3 2026 | $3M | 53.2K | — | — |
| Q3 2026 | $68M | 699.3K | — | — |
| Q3 2026 | $202K | 3.6K | — | — |
| Q3 2026 | $1.5M | 38.7K | — | — |
| Q3 2026 | $5.3M | 102.7K | — | — |
| Q3 2026 | $1.5M | 32.2K | — | — |
| Q3 2026 | $12.3M | 375.1K | — | — |
| Q3 2026 | $752K | 13.1K | — | — |
| Q3 2026 | $3.4M | 83.3K | — | — |
| Q3 2026 | $284K | 6.3K | — | — |
| Q3 2026 | $8.1M | 177.7K | — | — |
| Q3 2026 | $638K | 15.0K | — | — |
| Q3 2026 | $581K | 8.4K | — | — |
| Q3 2026 | $570K | 7.7K | — | — |
| Q3 2026 | $7.3M | 40.5K | — | — |
| Q3 2026 | $4.7M | 104.7K | — | — |
| Q3 2026 | $495K | 8.9K | — | — |
| Q3 2026 | $1.7M | 22.3K | — | — |
| Q3 2026 | $4.7M | 53.7K | — | — |
| Q3 2026 | $6.2M | 83.6K | — | — |
| Q3 2026 | $10.1M | 267.6K | — | — |
| Q3 2026 | $30.4M | 380.4K | — | — |
| Q3 2026 | $3.2M | 44.6K | — | — |
| Q3 2026 | $1.5M | 23.5K | — | — |
| Q3 2026 | $58.8M | 574.1K | — | — |
| Q3 2026 | $1.8M | 29.6K | — | — |
| Q3 2026 | $15.7M | 291.3K | — | — |
| Q3 2026 | $2.4M | 105.7K | — | — |
| Q3 2026 | $8M | 196.6K | — | — |
| Q3 2026 | $1M | 8.1K | — | — |
| Q3 2026 | $717K | 31.8K | — | — |
| Q3 2026 | $408K | 10.1K | — | — |
| Q3 2026 | $44.8M | 810.3K | — | — |
| Q3 2026 | $28.8M | 296.7K | — | — |
| Q3 2026 | $2.9M | 45.4K | — | — |
| Q3 2026 | $28.2M | 252.1K | — | — |
| Q3 2026 | $1.2M | 28.7K | — | — |
| Q3 2026 | $18.8M | 200.7K | — | — |
| Q3 2026 | $475K | 19.5K | — | — |
| Q2 2026 | $771K | 14.2K | — | — |
| Q2 2026 | $7.6M | 129.2K | — | — |
| Q2 2026 | $5.6M | 249.3K | — | — |
| Q2 2026 | $6.1M | 100.5K | — | — |
| Q2 2026 | $604K | 8.3K | — | — |
| Q2 2026 | $14.3M | 300.5K | — | — |
| Q2 2026 | $709K | 22.4K | — | — |
| Q2 2026 | $75.3M | 1.50M | — | — |
| Q2 2026 | $31.4M | 475.7K | — | — |
| Q2 2026 | $401K | 10.6K | — | — |
| Q2 2026 | $2.8M | 97.8K | — | — |
| Q2 2026 | $2.9M | 50.5K | — | — |
| Q2 2026 | $66.5M | 695.0K | — | — |
| Q2 2026 | $322K | 5.4K | — | — |
| Q2 2026 | $1.4M | 36.0K | — | — |
| Q2 2026 | $5.3M | 100.7K | — | — |
| Q2 2026 | $1.5M | 29.6K | — | — |
| Q2 2026 | $5.2M | 157.3K | — | — |
| Q2 2026 | $470K | 8.4K | — | — |
| Q2 2026 | $2.9M | 66.7K | — | — |
| Q2 2026 | $7.3M | 158.6K | — | — |
| Q2 2026 | $628K | 14.6K | — | — |
| Q2 2026 | $643K | 9.4K | — | — |
| Q2 2026 | $551K | 7.7K | — | — |
| Q2 2026 | $7.2M | 41.2K | — | — |
| Q2 2026 | $4.3M | 93.4K | — | — |
| Q2 2026 | $1.2M | 15.5K | — | — |
| Q2 2026 | $4.4M | 52.3K | — | — |
| Q2 2026 | $6M | 82.1K | — | — |
| Q2 2026 | $10.9M | 268.7K | — | — |
| Q2 2026 | $29.7M | 382.2K | — | — |
| Q2 2026 | $3M | 39.8K | — | — |
| Q2 2026 | $1.4M | 20.8K | — | — |
| Q2 2026 | $52.6M | 516.7K | — | — |
| Q2 2026 | $1.6M | 28.0K | — | — |
| Q2 2026 | $16M | 282.8K | — | — |
| Q2 2026 | $3.1M | 136.1K | — | — |
| Q2 2026 | $16.9M | 394.3K | — | — |
| Q2 2026 | $439K | 3.3K | — | — |
| Q2 2026 | $379K | 16.8K | — | — |
| Q2 2026 | $361K | 8.8K | — | — |
| Q2 2026 | $23.4M | 435.8K | — | — |
| Q2 2026 | $20.7M | 214.9K | — | — |
| Q2 2026 | $2.9M | 44.1K | — | — |
| Q2 2026 | $26.7M | 235.3K | — | — |
| Q2 2026 | $1.1M | 26.5K | — | — |
| Q2 2026 | $18.9M | 202.6K | — | — |
| Q1 2026 | $659K | 13.3K | — | — |
| Q1 2026 | $7M | 134.2K | — | — |
| Q1 2026 | $6.1M | 256.0K | — | — |
| Q1 2026 | $5.2M | 82.5K | — | — |
| Q1 2026 | $920K | 9.1K | — | — |
| Q1 2026 | $7.9M | 281.0K | — | — |
| Q1 2026 | $737K | 23.6K | — | — |
| Q1 2026 | $101.2M | 2.01M | — | — |
| Q1 2026 | $17.8M | 333.7K | — | — |
| Q1 2026 | $2.6M | 94.5K | — | — |
| Q1 2026 | $2.7M | 52.5K | — | — |
| Q1 2026 | $67.7M | 770.4K | — | — |
| Q1 2026 | $425K | 8.0K | — | — |
| Q1 2026 | $1.3M | 35.5K | — | — |
| Q1 2026 | $6.9M | 143.0K | — | — |
| Q1 2026 | $1.7M | 42.1K | — | — |
| Q1 2026 | $4.5M | 140.1K | — | — |
| Q1 2026 | $308K | 5.7K | — | — |
| Q1 2026 | $4.3M | 99.0K | — | — |
| Q1 2026 | $6.7M | 151.1K | — | — |
| Q1 2026 | $709K | 17.7K | — | — |
| Q1 2026 | $570K | 8.6K | — | — |
| Q1 2026 | $538K | 7.5K | — | — |
| Q1 2026 | $6.6M | 41.9K | — | — |
| Q1 2026 | $4.7M | 116.8K | — | — |
| Q1 2026 | $1.2M | 17.8K | — | — |
| Q1 2026 | $4.3M | 52.8K | — | — |
| Q1 2026 | $7.5M | 107.7K | — | — |
| Q1 2026 | $9.8M | 274.0K | — | — |
| Q1 2026 | $19.2M | 281.2K | — | — |
| Q1 2026 | $1.6M | 24.5K | — | — |
| Q1 2026 | $1.3M | 22.3K | — | — |
| Q1 2026 | $40.3M | 424.9K | — | — |
| Q1 2026 | $334K | 6.1K | — | — |
| Q1 2026 | $19.2M | 364.8K | — | — |
| Q1 2026 | $3.1M | 139.2K | — | — |
| Q1 2026 | $15.6M | 383.4K | — | — |
| Q1 2026 | $538K | 4.7K | — | — |
| Q1 2026 | $325K | 14.4K | — | — |
| Q1 2026 | $299K | 9.0K | — | — |
| Q1 2026 | $22.1M | 445.6K | — | — |
| Q1 2026 | $21.7M | 243.0K | — | — |
| Q1 2026 | $2.1M | 35.0K | — | — |
| Q1 2026 | $24.6M | 225.1K | — | — |
| Q1 2026 | $19.4M | 224.2K | — | — |
| Q4 2025 | $388K | 7.6K | — | — |
| Q4 2025 | $4.5M | 82.8K | — | — |
| Q4 2025 | $66K | 1.9K | — | — |
| Q4 2025 | $5M | 238.5K | — | — |
| Q4 2025 | $80K | 5.0K | — | — |
| Q4 2025 | $2.8M | 45.9K | — | — |
| Q4 2025 | $633K | 6.8K | — | — |
| Q4 2025 | $4.5M | 155.5K | — | — |
| Q4 2025 | $789K | 24.3K | — | — |
| Q4 2025 | $56.7M | 1.13M | — | — |
| Q4 2025 | $15M | 256.4K | — | — |
| Q4 2025 | $20K | 700 | — | — |
| Q4 2025 | $2.9M | 55.4K | — | — |
| Q4 2025 | $68.6M | 766.6K | — | — |
| Q4 2025 | $327K | 6.6K | — | — |
| Q4 2025 | $1.1M | 30.2K | — | — |
| Q4 2025 | $5.5M | 113.7K | — | — |
| Q4 2025 | $1.6M | 40.7K | — | — |
| Q4 2025 | $716K | 21.7K | — | — |
| Q4 2025 | $76K | 1.5K | — | — |
| Q4 2025 | $2.8M | 64.5K | — | — |
| Q4 2025 | $7.5M | 171.2K | — | — |
| Q4 2025 | $745K | 18.0K | — | — |
| Q4 2025 | $539K | 8.7K | — | — |
| Q4 2025 | $54K | 752 | — | — |
| Q4 2025 | $6.3M | 43.4K | — | — |
| Q4 2025 | $2.7M | 65.3K | — | — |
| Q4 2025 | $135K | 2.6K | — | — |
| Q4 2025 | $5.2M | 79.5K | — | — |
| Q4 2025 | $135K | 2.6K | — | — |
| Q4 2025 | $3.1M | 38.6K | — | — |
| Q4 2025 | $8.9M | 128.8K | — | — |
| Q4 2025 | $7.9M | 235.1K | — | — |
| Q4 2025 | $17.5M | 247.5K | — | — |
| Q4 2025 | $1.4M | 20.8K | — | — |
| Q4 2025 | $1.3M | 22.0K | — | — |
| Q4 2025 | $37.6M | 403.5K | — | — |
| Q4 2025 | $221K | 4.8K | — | — |
| Q4 2025 | $28.4M | 550.3K | — | — |
| Q4 2025 | $2.9M | 129.7K | — | — |
| Q4 2025 | $18.1M | 389.9K | — | — |
| Q4 2025 | $431K | 3.7K | — | — |
| Q4 2025 | $181K | 8.1K | — | — |
| Q4 2025 | $366K | 11.7K | — | — |
| Q4 2025 | $15M | 320.1K | — | — |
| Q4 2025 | $17.6M | 199.7K | — | — |
| Q4 2025 | $1.9M | 32.3K | — | — |
| Q4 2025 | $11.9M | 116.6K | — | — |
| Q4 2025 | $991K | 26.1K | — | — |
| Q4 2025 | $17M | 199.8K | — | — |
| Q4 2025 | $2.7M | 23.0K | — | — |
| Q4 2025 | $219K | 18.0K | — | — |
| Q3 2025 | $583K | 11.2K | — | — |
| Q3 2025 | $4.5M | 83.4K | — | — |
| Q3 2025 | $3.9M | 180.3K | — | — |
| Q3 2025 | $677K | 8.5K | — | — |
| Q3 2025 | $4.3M | 151.6K | — | — |
| Q3 2025 | $732K | 21.1K | — | — |
| Q3 2025 | $65.1M | 1.30M | — | — |
| Q3 2025 | $14.3M | 248.7K | — | — |
| Q3 2025 | $3.4M | 68.0K | — | — |
| Q3 2025 | $50.5M | 568.1K | — | — |
| Q3 2025 | $296K | 5.9K | — | — |
| Q3 2025 | $1M | 28.4K | — | — |
| Q3 2025 | $5.8M | 125.9K | — | — |
| Q3 2025 | $1.5M | 40.3K | — | — |
| Q3 2025 | $603K | 18.1K | — | — |
| Q3 2025 | $2.6M | 59.8K | — | — |
| Q3 2025 | $6.4M | 152.2K | — | — |
| Q3 2025 | $505K | 12.7K | — | — |
| Q3 2025 | $526K | 8.7K | — | — |
| Q3 2025 | $5.9M | 46.1K | — | — |
| Q3 2025 | $3.6M | 90.0K | — | — |
| Q3 2025 | $5.4M | 87.1K | — | — |
| Q3 2025 | $3M | 38.1K | — | — |
| Q3 2025 | $8.7M | 130.7K | — | — |
| Q3 2025 | $15.2M | 452.7K | — | — |
| Q3 2025 | $15.8M | 228.8K | — | — |
| Q3 2025 | $1.3M | 19.6K | — | — |
| Q3 2025 | $1.4M | 25.1K | — | — |
| Q3 2025 | $18M | 197.6K | — | — |
| Q3 2025 | $207K | 5.0K | — | — |
| Q3 2025 | $28.9M | 553.0K | — | — |
| Q3 2025 | $1.9M | 83.8K | — | — |
| Q3 2025 | $14.3M | 324.2K | — | — |
| Q3 2025 | $427K | 3.7K | — | — |
| Q3 2025 | $372K | 13.0K | — | — |
| Q3 2025 | $11.1M | 241.0K | — | — |
| Q3 2025 | $14.2M | 163.0K | — | — |
| Q3 2025 | $1.9M | 32.5K | — | — |
| Q3 2025 | $11.8M | 117.6K | — | — |
| Q3 2025 | $939K | 24.8K | — | — |
| Q3 2025 | $14.3M | 170.2K | — | — |
| Q3 2025 | $267K | 19.2K | — | — |
Other funds holding BTCW
$976.3M
$887.7M
$875.2M
$848.5M
$838M
$830.7M